See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,708 | $72,492+98.2% | $87,100+65.0% | $72,985+96.9% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.2pp | 69.5%+23.5pp |
| Annual return | 19.90% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,166 | $1,894-38.4% | $2,521-53.8% | $2,440-52.2% |
| Participant deferral / active EE | $7,374 | $3,270+125.5% | $4,049+82.1% | $3,607+104.4% |
| Admin fee / account holder | $11,122 | $5,055+120.0% | $7,497+48.4% | $5,124+117.1% |